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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $14,646 |
Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $9,421 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,950 | $38,969-33.4% | $109,313-76.3% | $55,167-53.0% |
| Participation rate | 65.0% | 58.2%+6.7pp | 71.3%-6.3pp | 69.0%-4.0pp |
| Annual return | 9.22% | 8.26%+1.0pp | 22.07%-12.9pp | 169.23%-160.0pp |
| Employer contribution / active EE | $1,208 | $1,227-1.5% | $3,892-69.0% | $1,963-38.4% |
| Participant deferral / active EE | $1,456 | $2,176-33.1% | $3,166-54.0% | $3,054-52.3% |
| Admin fee / account holder | $213 | $501-57.5% | $5,666-96.2% | $504-57.7% |